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SPRINGLAKE FINANCIAL PARTNERS

· CRD 334134 · IAPD ↗ · springlakefp.com · (615) 659-0220

$104.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — SPRINGLAKE FINANCIAL PARTNERS (location n/a) is newly SEC-registered with $104.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.